Grid capacity: a wolf at the door?
This 17-page note outlines how capacity markets work, in order to stabilize global power grids. We argue reserve margins in the US grid are not as healthy as they look…
Electric vehicles: total cost of ownership?
…range, and 40% more expensive per m3 of internal passenger volume. https://thundersaidenergy.com/downloads/global-vehicle-fleet-vehicle-sales-and-electrification-by-region/ Hence we still think there is more risk to the downside versus the upside in our electric vehicle…
Natural hydrogen: going for gold?
…19-page note explores opportunities, costs and challenges for harvesting H2 out of natural seeps, hydrogen reservoirs or fracking/flooding Peridotites. $599.00 – Purchase Checkout Added to cart 110MTpa of global hydrogen is produced…
Plastic recycling: the economics?
…to cart 10% of today’s end-of-life plastic is recycled, or around 40MTpa, within the global plastics industry. Substantively all of this is mechanical recycling, particularly for PET and HDPE, but…
Costs of biogas upgrading to biomethane?
…filtering or for the varying compositions of biogas. We have also modeled the costs of biogas production and tabulated global biogas production by country as part of our biofuels research….
US natural gas: the stuff of dreams?
…global LNG, key export markets, materials demand, reshoring, blue hydrogen, blue ammonia, blue steel, blue chemicals and CCS. It is all connected. Our definition of US gas markets – what…
Solar plus batteries: the case for co-deployment?
…economically justified, for the reasons on page 9. Overall, our analysis may help the deployment of solar, LFP batteries and their supply chains. $449.00 – Purchase Checkout Added to cart https://thundersaidenergy.com/2024/09/26/lfp-batteries-cathode-glow/ https://thundersaidenergy.com/2024/02/08/global-solar-absorption-spectrum/…
Decarbonize shipping: alternative fuel costs?
…consumes 5Mbpd of global oil demand, emits 1.5% of the world’s CO2, and adds c1% to the final cost of a typical shipped product, using $1.8/gallon marine diesel at 9.0…
Howmet: turbine blade breakthroughs?
…15% forged wheels. Our recent work has argued that the global gas turbine market will double from 50 GW pa in the past five years to 100 GW pa in…